Filed March 31, 2023
Total covered: 7 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,907 | $56,060-28.8% | $76,002-47.5% | $80,874-50.7% |
| Participation rate | 45.8% | 62.0%-16.2pp | 69.1%-23.2pp | 67.6%-21.8pp |
| Annual return | 11.66% | 20.54%-8.9pp | 360.07%-348.4pp | 35.62%-24.0pp |
| Employer contribution / active EE | $536 | $1,873-71.4% | $2,688-80.1% | $2,756-80.6% |
| Participant deferral / active EE | $2,798 | $3,051-8.3% | $4,257-34.3% | $4,297-34.9% |
| Admin fee / account holder | $4,427 | $5,237-15.5% | $6,414-31.0% | $6,935-36.2% |